Garateix Ernie J

CEO Ernie J Garateix sold 25,000 HRTG shares at $24.61; retains 1,245,808 shares in strong performer up 17.4% in 30 days.

Garateix sold 25,000 shares ($615,250.00 total value) on 2025-09-15, representing a -2.0% reduction from his 1,270,808 pre-transaction holdings. The sale occurred at $24.61 while the stock has since traded at $24.87 (within 4.4% of its 52-week high of $26.02) and is up 17.4% over 30 days and 11.4% over 90 days, indicating near-term momentum. Garateix retains substantial direct ownership with 1,245,808 shares post-sale, and his prior trades at HRTG show mixed timing—3 of 5 prior buys produced positive 90-day returns, but this sale follows the stock's recent climb and occurs while fundamentals remain solid (P/E 7.21, annual revenue growth +11.1%, net income $48,024,000.00 on revenue of $208,035,000.00). The sale is modest in scale relative to total holdings and does not suggest exit, but comes as the stock approaches its 52-week peak after sustained positive momentum.

CEO Garateix bought 5,000 shares at $12.77; part of cluster as 2 other insiders bought within 14 days.

Garateix Ernie J, CEO, purchased 5,000 shares at $12.77 on 2025-03-14, increasing his holdings to 1,270,808 shares. This open-market acquisition occurs within a cluster pattern: 2 other insiders also bought within the past 14 days, which elevates observational relevance. The company trades at a P/E of 6.21 with annual revenue growth of 11.1% and latest quarterly revenue of $211,849,000.00, suggesting modest valuation and stable growth. At his prior trades at HRTG, the CEO's timing has been mixed—2 of 5 prior buys showed positive 90-day returns, while his cross-ticker track record shows a 40.00% 90-day win rate, indicating below-average timing discipline. The current price of $12.79 sits -23.2% from the 52-week high and +1.0% over 30 days, placing this purchase in a near-term rally context but well below recent peaks.

Heritage Insurance CEO Garateix bought 3,950 shares at $12.53, growing holdings to 1,076,534 shares; stock down 29.0% from 52-week high but +11.3% over 30 days.

CEO Garateix Ernie J purchased 3,950 shares (4.0K shares) of HRTG at $12.53 on 2024-11-11, increasing his total holdings to 1,076,534 shares. The purchase occurred at a discount to recent 52-week highs ($16.65) despite the stock's strong 30-day rally of +11.3%, suggesting a deliberate entry during broader strength rather than distress-driven buying. His prior trades at HRTG show mixed timing outcomes: a recent August 2024 buy yielded +81.5% over 30 days and +35.0% over 90 days, while earlier purchases dating to 2023 were poorly timed, with one recording -38.9% and -45.2% returns. The company trades at a notably compressed valuation (P/E 5.03) on solid fundamentals including $211.8M revenue and +11.0% annual growth. This buy reflects continued conviction from the largest shareholder without clear evidence of calendar-driven or threshold-based execution patterns.

HRTG CEO Garateix purchases 5,000 shares at $8.59; stock up 54.2% in 30 days but CEO's track record shows -18.7% avg 30d return on prior buys

CEO Ernie J. Garateix purchased 5,000 shares of Heritage Insurance Holdings at $8.59 on 2024-08-09, increasing his holdings to 1,072,584 shares. While the stock has rallied +54.2% in the 30 days since the purchase and trades near its 52-week high of $10.99, the CEO's open-market track record across all tickers shows an average 30-day return of -18.7% on his 3 prior buys, with a 33.33% 90-day win rate. At this specific ticker (HRTG), his prior three purchases show mixed results: only 1 of 3 achieved positive 90-day returns, with the most recent buy on 2024-05-06 showing -0.6% 30-day and -8.4% 90-day performance. The current purchase occurs in a fundamentally sound environment (P/E of 5.82, +11.0% annual revenue growth, $18.9M net income), yet the timing and size (0.5% increase in holdings) relative to the insider's historical execution pattern merit scrutiny.